Unclaimed Profile

David Leroy Gemmer

GEMMER ASSET MANAGEMENT LLC·WALNUT CREEK, California

Series 1Clean record39 years registeredGEMMER ASSET MANAGEMENT LLC

1655 NORTH MAIN ST, WALNUT CREEK, CA 94596CRD# 855865Firm CRD# 109034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Leroy Gemmer · WALNUT CREEK, CA

Registration

CRD #855865 · GEMMER ASSET MANAGEMENT LLC · 39 years registered

Brand Profile

Not yet started

Career History

GEMMER ASSET MANAGEMENT LLC

Jul 1992 – present

COIT-GEMMER CAPITAL MANAGEMENT

Sep 1986 – Nov 2010

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 1

Registration record

First registered · September 18, 1986

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEMMER ASSET MANAGEMENT LLC

CRD 109034 · SEC 801-56517

AUM

$1.7B

Regulatory assets under management

Employees

3,319 client accounts

Services offered by GEMMER ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GEMMER ASSET MANAGEMENT LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Leroy Gemmer offer?

David Leroy Gemmer specializes in Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are David Leroy Gemmer's credentials?

David Leroy Gemmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Leroy Gemmer located?

David Leroy Gemmer is based in WALNUT CREEK, California, working with GEMMER ASSET MANAGEMENT LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does David Leroy Gemmer charge for services?

David Leroy Gemmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEMMER ASSET MANAGEMENT LLC?

GEMMER ASSET MANAGEMENT LLC has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →